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Independent Advisor Alliance’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Independent Advisor Alliance’s Portfolio JVAL Stock Details JVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,172
Closed -$204K – 1406
2026
Q1 		$204K Buy
+4,172
New +$211K ﹤0.01% 1496

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Advisor Alliance's JVAL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2026, closing a stake of 4,172 shares — an estimated $204K sold.

Independent Advisor Alliance first reported a position in JVAL in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Independent Advisor Alliance reported no remaining JPMorgan US Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,172 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $204K.
  • Independent Advisor Alliance first reported a position in JPMorgan US Value Factor ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's JPMorgan US Value Factor ETF position peaked at $204K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.